Calvin Mazloum
Finance Student
Talent
Montréal-Ouest, MontréalMember since January 25, 2023
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About
Hard working and pragmatic finance student at the John Molson School of Business in Montreal, Quebec with extensive work experience in multiple fields. Proactive in out of class room school life, including being on the executive team of multiple clubs and a varsity athlete. Through my academic, work and athletic career I excelled by striving to be results oriented and open to growth in any shape or form.
Experience
As a junior associate in training at Manulife Securities,
- Learning about investment products and services: As a junior associate at Manulife Securities, I receive training on various investment products such as stocks, bonds, mutual funds, and other securities, as well as how to explain these products to clients and help them make informed investment decisions. 2. Sales and marketing strategies: receive training on sales and marketing strategies to help generate new business and build client base. 3. Compliance and regulatory requirements: Junior associates also receive training on the compliance and regulatory requirements specific to the securities industry, 4. Supporting senior associates and financial advisors: During the training period, expected to assist senior associates and financial advisors in their daily tasks, such as cold calling potential clients, setting up appointments, and supporting the preparation and execution of investment plans.
Education
Finance major with an economics minor at Concordia University.
